JIP
Jaffetilchin Investment Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97M | Buy |
718,201
+35,658
| +5% | +$4.82M | 6.34% | 1 |
|
|
2025
Q1 | $83.3M | Sell |
682,543
-2,277
| -0.3% | -$278K | 6.04% | 1 |
|
|
2024
Q4 | $88.1M | Buy |
684,820
+16,786
| +3% | +$2.16M | 6.38% | 2 |
|
|
2024
Q3 | $83.9M | Sell |
668,034
-11,565
| -2% | -$1.45M | 6.34% | 2 |
|
|
2024
Q2 | $80.7M | Buy |
679,599
+2,183
| +0.3% | +$259K | 6.89% | 1 |
|
|
2024
Q1 | $78.1M | Buy |
677,416
+38,133
| +6% | +$4.4M | 7% | 1 |
|
|
2023
Q4 | $67.3M | Buy |
639,283
+37,036
| +6% | +$3.9M | 6.56% | 1 |
|
|
2023
Q3 | $56.7M | Buy |
602,247
+1,047
| +0.2% | +$98.6K | 6.26% | 1 |
|
|
2023
Q2 | $58.8M | Buy |
601,200
+20,114
| +3% | +$1.97M | 6.2% | 2 |
|
|
2023
Q1 | $52.6M | Buy |
581,086
+31,332
| +6% | +$2.84M | 5.98% | 1 |
|
|
2022
Q4 | $46.6M | Sell |
549,754
-54,504
| -9% | -$4.62M | 5.69% | 1 |
|
|
2022
Q3 | $48.1M | Sell |
604,258
-7,261
| -1% | -$578K | 6.17% | 1 |
|
|
2022
Q2 | $51.2M | Sell |
611,519
-14,827
| -2% | -$1.24M | 6.05% | 1 |
|
|
2022
Q1 | $54.4M | Sell |
626,346
-63,351
| -9% | -$5.5M | 6.4% | 1 |
|
|
2021
Q4 | $73.8M | Buy |
689,697
+17,844
| +3% | +$1.91M | 6.98% | 1 |
|
|
2021
Q3 | $66.1M | Sell |
671,853
-652,455
| -49% | -$64.2M | 7.03% | 1 |
|
|
2021
Q2 | $122M | Buy |
1,324,308
+732,021
| +124% | +$67.6M | 8.44% | 1 |
|
|
2021
Q1 | $54.3M | Sell |
592,287
-85,116
| -13% | -$7.8M | 6.39% | 1 |
|
|
2020
Q4 | $58.4M | Buy |
677,403
+31,783
| +5% | +$2.74M | 8.28% | 1 |
|
|
2020
Q3 | $48.7M | Buy |
645,620
+5,574
| +0.9% | +$421K | 9% | 1 |
|
|
2020
Q2 | $44.4M | Sell |
640,046
-19,403
| -3% | -$1.35M | 9.79% | 1 |
|
|
2020
Q1 | $37.7M | Sell |
659,449
-214,283
| -25% | -$12.3M | 13.33% | 1 |
|
|
2019
Q4 | $63.5M | Buy |
873,732
+17,866
| +2% | +$1.3M | 13.71% | 1 |
|
|
2019
Q3 | $57.4M | Sell |
855,866
-16,578
| -2% | -$1.11M | 13.71% | 1 |
|
|
2019
Q2 | $58.1M | Buy |
872,444
+127,444
| +17% | +$8.49M | 13.54% | 1 |
|
|
2019
Q1 | $48M | Sell |
745,000
-13,020
| -2% | -$838K | 10.66% | 1 |
|
|
2018
Q4 | $43M | Buy |
758,020
+67,385
| +10% | +$3.82M | 10.75% | 2 |
|
|
2018
Q3 | $46M | Buy |
690,635
+59,049
| +9% | +$3.93M | 9.72% | 1 |
|
|
2018
Q2 | $39.5M | Buy |
631,586
+12,071
| +2% | +$755K | 8.78% | 1 |
|
|
2018
Q1 | $37.5M | Buy |
619,515
+283,494
| +84% | +$17.1M | 8.4% | 1 |
|
|
2017
Q4 | $20.5M | Sell |
336,021
-187,765
| -36% | -$11.5M | 6.84% | 1 |
|
|
2017
Q3 | $30.2M | Buy |
523,786
+174,680
| +50% | +$10.1M | 7.11% | 1 |
|
|
2017
Q2 | $19.3M | Sell |
349,106
-150,138
| -30% | -$8.32M | 6.55% | 1 |
|
|
2017
Q1 | $27M | Buy |
499,244
+262,796
| +111% | +$14.2M | 6.86% | 1 |
|
|
2016
Q4 | $12.1M | Sell |
236,448
-2,877
| -1% | -$148K | 3.61% | 6 |
|
|
2016
Q3 | $11.9M | Buy |
239,325
+114,898
| +92% | +$5.69M | 3.77% | 6 |
|
|
2016
Q2 | $11.9M | Buy |
124,427
+118,635
| +2,048% | +$11.3M | 3.59% | 7 |
|
|
2016
Q1 | $541K | Buy |
5,792
+2,023
| +54% | +$189K | 0.17% | 73 |
|
|
2015
Q4 | $350K | Buy |
3,769
+16
| +0.4% | +$1.49K | 0.11% | 131 |
|
|
2015
Q3 | $329K | Buy |
+3,753
| New | +$329K | 0.12% | 129 |
|